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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
GA
6551
Gagnon Advisors
New York
$114M -$5.06M -4% 8.65% 129% 30 20%
IDP
6552
In-Depth Partners
Florida
$114M +$8.46M +8% 13% 157% 13 7.69%
SA
6553
swisspartners Advisors
Switzerland
$114M +$761K +0.7% 16.6% 73.2% 30 10%
VWMG
6554
Virginia Wealth Management Group
Virginia
$114M -$33.4M -23% 8.35% 42.1% 71 26.76%
OF
6555
Outfitter Financial
Maine
$114M +$8.2M +8% 10.2% 95.9% 77 5.19%
SWMP
6556
Signature Wealth Management Partners
New Jersey
$114M +$12M +12% 11.7% 80.4% 101 13.86%
EFP
6557
Envision Financial Planning
Tennessee
$114M +$13.2M +13% 8.54% 32.1% 31 25.81%
BWLSA
6558
Blue Water Life Science Advisors
California
$114M +$8.24M +8% 15.5% 503% 10 40%
RFS
6559
Richardson Financial Services
Massachusetts
$114M 9.9% 377
ICMARC
6560
International City Management Association Retirement Corp
District of Columbia
$114M +$728K +0.6% 10.5% 42.9% 6 0%
TNAM
6561
Terra Nova Asset Management
New York
$114M +$4.21M +4% 12.7% 158% 94 21.28%
SGC
6562
Slocum, Gordon & Co
Rhode Island
$114M -$879K -0.8% 4.94% 55.2% 157 22.29%
PGF
6563
Plan Group Financial
Oklahoma
$114M -$24.9M -18% 8.24% 56.3% 82 26.83%
AGFIA
6564
Accel Growth Fund IV Associates
California
$114M +$9.32M +9% 45.2% 61.4% 1 0%
AI
6565
Arrien Investments
Idaho
$114M +$7.83M +7% 9.76% 42.7% 38 18.42%
KAS
6566
KPP Advisory Services
Kentucky
$114M -$189M -62% 11.6% 77.9% 230 51.3%
LAS
6567
LWM Advisory Services
Florida
$114M +$20.5M +22% 10.6% 64.9% 154 53.25%
CC
6568
Cultivar Capital
Texas
$114M 8.81% 30
DSCM
6569
Del-Sette Capital Management
New York
$114M +$12M +12% 11.7% 108% 31 22.58%
TSW
6570
Three Seasons Wealth
Utah
$114M +$12.3M +12% 11.8% 156% 84 35.71%
CG
6571
Circumference Group
Arkansas
$114M 15.8% 33
KWM
6572
Kolinsky Wealth Management
New Jersey
$114M +$12.9M +13% 13.2% 44.6% 147 19.05%
TT
6573
TI-Trust
Illinois
$113M +$8.44M +8% 8.71% 85.8% 107 4.67%
SAM
6574
Steinberg Asset Management
New York
$113M +$978K +0.9% 4.48% 130% 45 11.11%
OA
6575
Oceanside Advisors
South Carolina
$113M 8.71% 46